Spend more time with your clients and less on administrative tasks. That was the clear message when we recently conducted research with a number of adviser firms. That doesn’t seem unreasonable given that attracting and retaining customers is the lifeblood of any organisation. However, it is becoming increasingly difficult to balance this with inevitable administrative and regulatory tasks.

The launch of our new mutual funds platform, FundZone, aims to tip the scales back in your favour.

Customers are used to a fast, efficient service in their everyday lives. And they rightly expect the same high standards when it comes to financial services. We believe the solution is simple:

Let technology take care of the everyday tasks, freeing up skilled people to add value to their clients.

In recent years, there has been much debate about whether technology has a role to play in financial services. That debate has moved on and it is no longer a case of if technology has a role to play, but what role that technology plays. One of the main catalysts behind this is the ever increasing availability of low-cost broadband facilities.

Our investment in user friendly technology aims to make your life easier, meaning you can spend more time doing what you do best – adding value to your clients. And you don’t need to be an IT ‘whizz kid’ to make the most of it.

Contact your Standard Life office to find out more and to see how we can help your business.

More details on FundZone can be found here.

Links to other newsletter stories

What makes FundZone stand out from the crowd?

What you'd expect

60 Seconds

Techzone - TSI Investigations

Estate Planning - Reflections on the year ahead

A REIT good fund for this year's ISA

AdvisU

New Funds

Useful links

• Past performance summaries
• askTECH
• Adviser News archive

Your feedback

Tell us what you think of our newsletter.
Give feedback here

Newsletter preferences

•click here to update